Surprising Analyst 12-Month Target For VB

ETF Fundamental Report for VB

AVUV: The One Actively Managed Fund That I Like

Avantis US Small Cap Value ETF has significantly outperformed the Russell 2000 and its associated sub-indices. It has also marginally outperform the S&P 500. The majority of AVUV's outperformance occurs in the months of May to August. It offers diversification benefits to investors with a bullish view on small caps. The Russell 2000 has a negative return of 5% this year.

Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?

Weekly Report: what happened at VB last week (0408-0412)?

FNDA: Reasons To Add Small Caps, But These Other Funds May Outperform

Schwab Fundamental U.S. Small Company Index ETF is a hold due to mixed factors affecting its prospects. Small caps historically perform well during times of reducing interest rates and early bull markets. FNDA has the highest price-to-earnings ratio and expense ratio among comparable peer funds.

Consumer discretionary was the most net sold sector last week - GS

Consumer discretionary was the most net sold sector last week. Goldman Sachs’ U.S. Equities Weekly Rundown report. The sector’s underperformance was driven by long-and-short sales of a ratio of about 4 to 1. Seven of the 11 sectors were net sold last week and among the worst performing sectors.

IWM A Bargain As The S&P 500's P/E Hits 21x

IShares Russell 2000 ETF (IWM) is still a buy based on valuation and its diversified exposure. Small caps have been relatively weak in 2024. The first Fed rate cut is often a bullish catalyst for small caps. The SPX sells for 21 times forward operating earnings estimates.

Weekly Report: what happened at VB last week (0401-0405)?

Sum Up The Parts: VB Could Be Worth $245

Vanguard Small-Cap ETF Experiences Big Inflow

What To Buy After You Sell The Russell 2000

Despite the case for small caps, it is recommended to sell the Russell 2000 and related ETFs. The Russell 2000 suffers from negative alpha and seasonal factors. The S&P 600 and the CRSP Small Cap Index do not suffer from the same issues. IJR, VB, and AVUV are good alternatives to IWM, VRTIX, and VTWO.

Weekly Market Pulse: Don't Just Do Something, Sit There

Weekly Report: what happened at VB last week (0325-0329)?

ETF Fundamental Report for VB

BofA clients injected $400M into the market last week

BofA clients injected $400M into the market last week in which the S&P 500 advanced by 2.3%. Bank of America's clients were net buyers of U.S. Equities in seven of the 11 sectors. Financials and Consumer Discretionary stocks led the single stock outflows.

Hope Springs Eternal, Again, For Small-Cap Equities

Small-caps have fallen well short of expectations that a risk premium in lesser companies would deliver superior returns over the broad market. The so-called small-cap premium has been elusive in recent years. Some analysts say small caps are poised to run hot in the US.

Weekly Report: what happened at VB last week (0318-0322)?

Small Caps Stall, But IJR's Valuation Remains Compelling

IShares Core S&P Small-Cap ETF has flat performance so far in 2024 but offers attractive valuation and potential upside. Some AI-related stocks have created dispersion among US small-cap ETFs. The Vanguard Small- Cap Index ETF has performed the best in the past year.

Why Stocks Can Survive Bond Market Bumps